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Get Institutions for : 
Proshares Bitcoin Strategy Etf (BITO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    23
Total shares held : 
 37,620,873  
% of shares held : 
 87.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 19,909,323  
% of shares held change : 
   46.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
46
 6,654,232
 17.69%
 
Increased Positions :
59
 14,872,296
 39.53%
 
Unchanged Positions :
44
 158,969
 0.42%
 
Decreased Positions :
36
-783,796
-2.08%
 
Closed Positions :
23
-833,409
-2.22%
 
Guru Positions :
1
7,000
 0.02%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   United Capital Management of KS Inc. 9 *New 2024-03-31 409,545 $13,228,000 409,545
   WHITEBOX ADVISORS LLC 21 *New 2023-12-31 379,825 $7,783,000 379,825
   Benchmark Investment Advisors LLC 39 *New 2023-12-31 361,483 $7,407,000 361,483
   BCJ Capital Management LLC 39 *New 2023-12-31 361,483 $7,407,000 361,483
   FNY Investment Advisers LLC 3 *New 2024-03-31 212,800 $6,873,000 212,800
   ELEQUIN CAPITAL LP 7 *New 2023-12-31 87,265 $1,788,000 87,265
   LPL FINANCIAL CORP 2518 *New 2023-12-31 84,034 $1,722,000 84,034
   AXXCESS WEALTH MANAGEMENT LLC 286 *New 2023-12-31 69,912 $1,432,000 69,912
   Goss Wealth Management LLC 822 *New 2023-12-31 67,909 $1,285,000 67,909
   Cresset Asset Management LLC 801 *New 2023-12-31 59,489 $1,219,000 59,489
   Park Edge Advisors LLC 46 *New 2024-03-31 34,207 $1,105,000 34,207
   Interchange Capital Partners LLC 38 *New 2023-12-31 6,420 $831,000 6,420
   Constant Guidance Financial LLC 31 *New 2024-03-31 25,044 $752,000 25,044
   PFG Investments LLC 442 *New 2024-03-31 20,053 $648,000 20,053
   Simplicity WealthLLC 675 *New 2024-03-31 167,758 $581,000 167,758
   Delta Investment Management LLC 109 *New 2023-12-31 23,946 $491,000 23,946
   WALLEYE TRADING LLC 853 *New 2023-12-31 21,215 $435,000 21,215
   Kingsview Wealth Management LLC 680 *New 2023-12-31 19,970 $409,000 19,970
   Schonfeld Strategic Advisors LLC 1274 *New 2023-12-31 19,400 $398,000 19,400
   Orion Portfolio Solutions LLC 1292 *New 2023-12-31 17,381 $397,000 17,381
   Mirador Capital Partners LP 144 *New 2024-03-31 11,356 $367,000 11,356
   Empowered Funds LLC 1063 *New 2023-12-31 17,616 $361,000 17,616
   J. GOLDMAN & CO LP 178 *New 2023-12-31 17,250 $353,000 17,250
   Aveo Capital Partners LLC 250 *New 2023-12-31 16,684 $342,000 16,684
   Walleye Trading Advisors LLC 1252 *New 2023-12-31 15,062 $309,000 15,062
   BURNS WEALTH MANAGEMENT, INC. 412 *New 2023-12-31 14,525 $298,000 14,525
   Arete Wealth Advisors LLC 562 *New 2023-12-31 13,994 $287,000 13,994
   Thrive Wealth Management LLC 164 *New 2024-03-31 8,826 $285,000 8,826
   EisnerAmper Wealth Management Corporate Benefits L 61 *New 2023-12-31 13,404 $275,000 13,404
   Adviser Investments LLC 467 *New 2024-03-31 8,508 $275,000 8,508
   Abundance Wealth Counselors 124 *New 2024-03-31 8,000 $258,000 8,000
   WELCH & FORBES LLC 358 *New 2024-03-31 7,790 $252,000 7,790
   Hutchens & Kramer Investment Management Group LLC 132 *New 2024-03-31 7,693 $236,000 7,693
   Jenkins Wealth 66 *New 2022-12-31 22,560 $235,000 22,560
   CATALYST FINANCIAL PARTNERS LLC 208 *New 2024-03-31 8,478 $226,000 8,478
   Insight Inv LLC 70 *New 2024-03-31 6,950 $224,000 6,950
   OPPENHEIMER & CO INC 1256 *New 2023-12-31 10,606 $217,000 10,606
   MEANS INVESTMENT CO. INC. 190 *New 2024-03-31 6,639 $214,000 6,639
   Summit Global Investments *New 2024-03-31 6,256 $202,000 6,256
   Coastal Investment Advisors Inc. 513 *New 2024-03-31 2,299 $74,000 2,299
   EnRich Financial Partners LLC 113 *New 2024-03-31 950 $31,000 950
   JFS WEALTH ADVISORS, LLC 632 *New 2024-03-31 590 $19,000 590
   Penserra Capital Management LLC 1091 *New 2023-12-31 348 $7,000 348
   Riggs Asset Managment Co. Inc. 267 *New 2024-03-31 200 $6,000 200
   Gilliland Jeter Wealth Management LLC 474 *New 2024-03-31 200 $6,000 200
   Princeton Global Asset Management LLC 471 *New 2024-03-31 190 $6,000 190
   Newbridge Financial Services Group Inc. 962 *New 2024-03-31 100 $3,000 100
   EdgeRock Capital LLC 275 *New 2023-12-31 106 $2,000 106
   Roble Belko & Company Inc 281 *New 2024-03-31 67 $2,000 67
   Sound Income Strategies LLC 1051 *New 2024-03-31 53 $2,000 53
   Activest Wealth Management 311 *New 2024-03-31 70 $2,000 70
   Asset Dedication LLC 897 *New 2024-03-31 62 $2,000 62
   Ahrens Investment Partners LLC 914 *New 2023-03-31 100 $2,000 100
   SageView Advisory Group LLC 577 *New 2023-12-31 11,939 $1,000 11,939
   Glass Jacobson Investment Advisors llc 754 *New 2024-03-31 4 $0 4
   Steward Partners Investment Advisory LLC 3477 *New 2023-12-31 6 $0 6
  56 Records found
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